See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,076 | $88,672-42.4% | $105,223-51.5% | $82,448-38.1% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 15.63% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,746 | $3,048+22.9% | $3,689+1.6% | $2,551+46.9% |
| Participant deferral / active EE | $4,446 | $4,036+10.2% | $5,072-12.3% | $4,139+7.4% |
| Admin fee / account holder | $6,192 | $7,146-13.3% | $8,859-30.1% | $7,234-14.4% |